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Product User Guides - Admin
Product User Guides
Workflow Engine Guide
Data Importer CSV File Set Up Guide
Using the Data Importer Guide
Legacy Importer CSV File Set Up Guide
User Accounts Guide
Administrator Automation Guide
Print Marketing Guide
Focused View Guide
Journey Guide
Journey Reporting Guide
Campaign Builder Guide
Email Builder Guide
Listing Insights Guide
Auto Campaign Setup Guide
Journey Component Guide
Journey Manual Guide
Disclaimers Guide
Marketing Overview Report Guide
Reporting Guide
Dashboard Guide
Total Expert Bootcamp
Budgeting Guide
Salesforce Guide
Inbound Call Campaign Guide
Call Queue Guide
User Import Guide (Admins)
Best Practice Videos - Admin
Best Practice Videos
[Video] Best Practices Administrators: Daily Digest
[Video] Best Practices Administrators: Incorporating Tasks into Journeys
[Video] Best Practices Administrators: Organizing Your Media Library
[Video] Best Practices Administrators: Self-Serve Print
[Video] Best Practices Administrators: Reporting
[Video] Best Practices Administrators: Compliance
[Video] Best Practices Administrators: Journeys Planning
[Video] Best Practices Administrators: Journeys Testing and Publishing
[Video] Best Practices Administrators: Inline Conditions and Journey Occurrence Limits
Campaign Builder - Admin
Campaign Builder
What is the Campaign Builder?
How to Create New Campaigns Using the Campaign Builder Tool
How to Add Audience Inclusion Rules
How to Add Audience Exclusion Rules
How to Add Email Content to Campaigns
How to Add Sending Profiles to Campaign Content
How to Allow Senders and Teams Access to Campaigns
How to Exclude Users and Teams From Campaigns
How to Run Campaigns
How to Stop Campaigns
Campaign Builder Performance Metrics
How to Create a Facebook Business Manager Account
How to Create a Facebook Ad Account For Business Manager
How to Connect Your Facebook Business Manager Account to a Campaign
Compliance
Compliance
What Are Media Markups?
How to Create Cost Split Markups
How to Edit Saved Cost Split Markups
Email Builder
Email Builder
How to Create New Email Templates Using the Email Builder Tool: Step 1 of 3
How to Create New Email Templates Using the Email Builder Tool: Step 2 of 3
How to Create New Email Templates Using the Email BuilderTool: Step 3 of 3
Email Template Settings
How to Add BombBomb Videos in Email Templates
How to Update Text in Email Templates
How to Create Paste In Code Email Templates
How to Update Disclaimers
How to Create Simple Text Email Templates
How to Add Images in Email Templates
How to Publish an Email
How to Add Videos to Email Templates
How to Update Button Elements in Email Templates
How to Preview Email Templates
How to Save Email Templates
How to Update the Background of an Email Template
How to Add Vidyard Videos in Email Templates
How Can I Change the Email Template View?
How to Publish Email Templates
How Can I Undo or Redo Changes to My Email Template?
How to Use the Recent Color Picker
Dashboard - Admin
Dashboard
Marketing Dashboard FAQ
Marketing Dashboard
Data Importer
Data Importer
How to Use the Data Importer: Step 1 of 3
How to Use the Data Importer: Step 2 of 3
How to Use the Data Importer: Step 3 of 3
Importing Contacts to Multiple Groups - Temporary Workaround
Drip Campaigns - Admin
Drip Campaigns
How to Create New Drip Campaigns
How to Edit Existing Drip Campaigns
How to Grant Drip Campaign Access to Specific Users
Email Templates - Admin
Email Templates
Email Template FAQ
Creating New Email Templates & Editing Existing Email Templates
How to Update Email Access Settings on Email Templates
How to Update Team Access on Email Templates
How to Grant Users Access to Email Templates
How to Enable Base Templates on an Email Template
How to Use Access Settings on Email Templates
How to Update User Role Access Settings
Sending Profiles
How to Create Sending Profiles
Focused View Builder
Focused View Builder
What is Focused View?
Focused View FAQ
How to Create Focused Views
How to Add Inclusion Rules to Focused Views
How to Add Exclusion Rules to Focused Views
How to Sort Contacts in Focused View
How to Update Focused View Outcomes
How to Include Teams in Focused View
How to Publish Focused Views
How Can I Reposition Focused Views?
How to Copy Focused Views
How to Delete Focused Views
Journeys - Admin
Journeys
Journeys FAQ
What Are Journey Statuses?
How to Create Journey Statuses
How to Add Journey Status Actions
How to Filter Contacts by Statuses
What Are the Different Journey Statuses?
How to Add Journey Settings
What Are Journey Events?
How to Add Journey Events
How to Copy Journey Events
How to Edit Journey Events
How to Delete Journey Events
How to Connect Events
How to Remove Event Connections
How to Save Journeys
How to Edit Saved Journeys
Publishing Journeys
How to Publish Journeys For Only Your Own User Account
How to Publish Journeys For All Users in Your Organization
How to Publish Journeys For Selected Users or Teams
How to Save Journeys as Templates
How to Use Journey Templates
How to Create Journey Reports
How to Edit Journey Reports
How to Delete Journey Reports
How to Apply Sending Profiles to Journey Events
Journey Reporting for Marketing Admins - Simulation
Split Test Journeys for Admins - Simulation
How to View Journey Stats
Pipeline Views - Admin
Pipeline Views
What Are Pipeline Tab Views?
How to Create New Organization Pipeline Tabs
How to Add and Manage Lists in Pipeline Tabs
How to Publish Pipeline Tabs
How to Edit or Delete Organization Tabs
Pipeline Views Overviews and Guides
Pipeline Views
Organization Level Pipeline Views - Best Practice Framework and Views
Listing Insights - Admin
Listing Insights
What Are Listing Insights?
Listing Insights FAQ
How to Add Focus View Listing Insight Inclusion Rules
How to Add Listing Insights Journey Triggers
Loans - Admin
Loans
How to Edit Loans
Manage Marketing
Manage Marketing
Manage Marketing FAQ
What is an Approval Flow?
How to Create New Approval Flows
How to Edit Existing Approval Flows
How to Assign Approval Flows to Emails
How to Assign Approval Flows to Print Media
How to Create Auto Campaigns: Step 1 of 2
How to Create Auto Campaigns: Step 2 of 2
How to Add More Actions to Auto Campaigns
How to Provide Users Access to Auto Campaigns
How to Remove User Access to Auto Campaigns
How to Create New Folders and Tags
How to Add Folders and Tags to Marketing Templates
How to Grant All Current Users and All New Users Access to Marketing Templates
How to Grant Teams Access to Marketing Templates
How to Grant Individual Users Access to Marketing Templates
How to Use the Static Asset Creator
How to Activate Media Assets for Social Media Sharing
Media Template Settings
How to Create Dynamic Landing Pages
How to Edit Dynamic Landing Pages
How to Delete Dynamic Landing Pages
How to Grant Team Access to Landing Pages
How to Grant User Access to Landing Pages
How to Share Dynamic Landing Page Links
How to Use Dynamic Landing Pages in Social Posts
How to Add Landing Page Script Manager
How to Add Style Sheets
How to Set a Style Sheet as Default
How to Manage Lead Stages for Call Queue Outcomes
Organization Admin
Organization Admin
Organization Admin FAQ
How to Edit User Information
How to Change User Contact Information
How to Reset User Passwords
How to Update Password Settings
How to Change User Profile Images
How to Change User Roles
How to Login as a User
How to Update User Social Media Links
How to Create New Teams
How to Add More Users to Teams
How to Remove Team Members
How to Update User Interface Settings
How to Configure Your Product Panel Settings
How to Add Products to Your Product Panel
How to Add Categories to Your Product Panel
How to Change Your Product Categories
How to Edit Your Product Fields
How to Remove Your Product Categories
How to Add Custom Fields
How to Add Loan and Product Participant Roles
How to Add New Relationship Roles
Data Importer CSV File Setup
How to Configure the Contact Details Product Tab
How to Archive and Unarchive Custom Fields
How to Turn On Multi-Factor Authentication Settings
Password Management
New User Creation Checklist
Configurable Product Panel
Managing Users
Print Templates - Admin
Print Templates
How to Grant Access to Print Templates
Media Template Settings
Customer QA Documentation
Reporting & Analytics
Reporting
What Are Standard Reports?
Different Types of Standard Reports
How to Download Standard Reports
How to Report on Custom Dates
Reports: Marketing Overview - Simulation
Marketing Content Report - Simulation
Reporting: Social Media Report - Simulation
Reporting: Print Orders - Simulation
Reporting: Print Orders Report - Simulation
Reporting: User Data - Simulation
Social Templates
Workflow Engine
Workflow Engine
What is the Workflow Engine?
How to Access the Workflow Engine
What is Round Robin Lead Distribution?
How to Create Teams
Workflow Subscribing Distributions
Workflow Engine Filters
How to Create New Workflows
How to Add State License Match Filters to Workflows
How to Add Lead Volume Setting Filters to Workflows
How to Add Credit Score Filters to Workflows
How to Add Throughput Filters to Workflows
How to Add Loan Request Type Filters to Workflows
What Are Inbound Call Campaigns?
How to Edit My Inbound Call Campaign Workflows
How to View Inbound Call Campaign Workflows
How to Generate Team Member Numbers
How to Add Time to Contact Settings
How to Add Property State OR Property ZIP Code Filters to Workflows
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New User Creation Checklist
Modified on: Wed, Mar 15, 2023 at 2:57 PM